Energy Storage
Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.
26 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
| $6.66B | -$632M | 2 | 0.81% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.47B | -$113M | 1 | 5.66% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.58B | +$196M | 5 | 0.12% | Increased |
|
| 4 |
BlackRock
New York
| $2.23B | +$50.8M | 5 | 0.11% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.73B | -$165M | 2 | 0.3% | Reduced |
|
| 6 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.13B | +$2.52M | 5 | 1.04% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $1.03B | +$2.1M | 1 | 0.23% | Increased |
|
| 8 |
Jennison Associates
New York
| $985M | -$39.8M | 1 | 1.01% | Reduced |
|
| 9 |
State Street
Boston,
Massachusetts
| $945M | +$15.1M | 5 | 0.08% | Increased |
|
| 10 |
BAMCO Inc
New York
| $546M | -$32.9K | 1 | 2.59% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $506M | +$75.3K | 5 | 0.19% | Increased |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $372M | +$14.2M | 4 | 0.14% | Increased |
|
| 13 |
Primecap Management
Pasadena,
California
| $372M | -$42.1M | 1 | 0.31% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $358M | +$216M | 3 | 0.08% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $353M | +$77.4M | 3 | 0.1% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $352M | +$6.73M | 5 | 0.09% | Increased |
|
| 17 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $332M | +$266M | 2 | 0.13% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $318M | +$35M | 4 | 0.12% | Increased |
|
| 19 |
Morgan Stanley
New York
| $315M | -$203M | 6 | 0.09% | Reduced |
|
| 20 |
JPCCM
J&P (China) Capital Management
Hong Kong,
China
| $312M | +$19.7M | 3 | 53.27% | Increased |
|
| 21 |
Janus Henderson Group
London,
| $307M | +$115M | 2 | 0.2% | Increased |
|
| 22 |
JP Morgan Chase
New York
| $277M | -$30.6M | 4 | 0.06% | Reduced |
|
| 23 |
TIAA CREF Investment Management
New York
| $274M | -$747K | 4 | 0.19% | Reduced |
|
| 24 |
D.E. Shaw & Co
New York
| $259M | +$152M | 3 | 0.4% | Increased |
|
| 25 |
Goldman Sachs
New York
| $244M | +$14.1M | 4 | 0.06% | Increased |
|